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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-03 |
Branch Locations
950 Main Avenue Suite 1800, Cleveland, OH 44113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| White House Chicken | Green | OH | 10/2015 | 05/2018 |
| Ellsworth Meadows Golf Club | Hudson | OH | 05/2018 | 01/2022 |
| Green High School | Green | OH | 08/2014 | 05/2018 |
| Guardian Life Insurance Company | Beachwood | OH | 05/2022 | 07/2023 |
| Park Avenue Securities | Beachwood | OH | 05/2022 | 07/2023 |
| Lifetime Financial Growth | Beachwood | OH | 03/2022 | 05/2022 |
| Lion Street Financial | Cleveland | OH | 07/2023 | Present |
| Lion Street Advisors | Cleveland | AL | 07/2023 | Present |
| Integrity Alliance, Llc. | Cleveland | OH | 11/2025 | Present |
| Integrity Alliance, Llc. | Cleveland | OH | 11/2025 | Present |
1) OSWALD COMPANIES, OSWALD LIFE, UNISON RISK ADVISORS POSITION: Owner NATURE: Fixed Life Insurance and Annuities. Individual Disability and Long-term care, Property and casualty insurance and medical insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2024 ADDRESS: 1100 SUPERIOR AVE E STE 1500, Cleveland OH 44114, United States DESCRIPTION: Sell life insurance and disability insurance. Service sales and service to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-22 |
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